About Catherine

Catherine Mendoza is a Client Associate with J.P. Morgan Wealth Management.

As a member of the Sutherland team, she provides operational and administrative support for highnet-worth individuals and endowments and foundations. Catherine's responsibilities include operational and administrative duties along with executing trades, fund transfers.

Catherine has a reputation for managing day-today activities in a steady and experienced manner.

Catherine graduated from Holy Family Academy with a major in Math. With over 20 years of experience in financial services, she began her career at Bear Stearns as a Syndicate Coordinator and Registered Sales Assistant, then moved to Chicago Operations manager position before joining the Sutherland team.

She holds FINRA Series 7, 63, 66 licenses.

Catherine lives in Chicago with her husband, Fausto, and enjoys spending time with her family and friends. She has two grown children, along with two grandchildren.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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